ePrint Guide

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ePrint Guide
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ePrint is a web based report distribution and
archiving system. Using a web browser and the
free Adobe Acrobat Reader, ePrint users can
access, organize and view their monthly Banner
organization reports in a format that is easy to
read, search and print.This guide includes
information on basic ePrint navigation, search
tools and customization. Also included are
sections on how to read and interpret ePrint
reports and how to download an ePrint text file
to Excel.
Overview
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Logging into ePrint 4Selecting
Reports 8Report Drill Down 14Saved
Searches 22Navigating ePrint 25Viewing
ePrint Reports 27How to Read ePrint
Reports 32Configuring My ePrint 41Saving
an ePrint Report to Excel 49Troubleshooting
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Index
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Current Web Browsers Microsoft Internet
Explorer 6.0 service pack 3 or higher with
128-bit encryption Mozilla Firefox Acrobat
Reader Version 6.0 or higher eIDeID
password
What Youll Need to Get Started
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Logging into ePrintGo to our ePrint home page
at http//www.controller.vc
u.edu/finance/eprint/.
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Logging into ePrint
Click on Banner ePrint Reports.
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Logging
into ePrint Log-in to ePrint
using your eID and eID password.
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Logging into
ePrint
Click on Enter.
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Select
ReportsThe Report Repository page will display.
This page lists the different reports you have
access to view. The Latest Date column
indicates the last time the report was loaded
into ePrint.
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Select
ReportsUse the navigational buttons or the
drop down menu to select the report you wish to
view.
Drop Down Menu Navigational Buttons
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Select Reports There are three options in
viewing the reports listed on the Report
Repository page.
PDF will display, on-line, all Banner
orgs available for that report in the Acrobat
Reader. This option gives you the latest version
of the report. TEXT will open a dialog
to download all organizations available for that
report into a text file to use for a Word or
Excel document. This option is discussed later
in Saving an ePrint Report as an Excel
Spreadsheet. This option gives you the latest
version of the report. The DRILL will
drill-down the report to display a specific org
number(s). This option gives you all archived
versions of the report.
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Select ReportsClick on the PDF icon .
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Select ReportsIn the left pane, you will see a
list of orgs you have access to. The org numbers
are used as bookmarks to navigate the report.
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Select
ReportsIf you receive this message after
clicking the PDF icon on the Report
Repository page, then the number of orgs included
in this report is too large to load into the
Acrobat Reader. Click on the Menu bar, Banner
Finance Prod, to return to the Reports Repository
page.
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Report Drill Down Due to the
large number of orgs in your report file, you
will need to specify an org or range of orgs to
view. Click on the Drill Down icon next
to the report you want to view.
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Report
Drill Down The Report Detail page will appear,
listing all existing versions of the report. The
most recent report is always at the top of the
list. Select the Magnifying Glass icon to
limit the report search to specific orgs.
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Report Drill Down The Pick Pages screen will
appear. There are three options to limit your
report search to specific 6-digit Banner Orgs
under your authority. The first is the Pick
Values Manually option. Click to use
this option.
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Report Drill Down You will be provided with a
list of all 6-digit orgs within your access
(Banner Security Profile), giving you the ability
to click on the orgs you wish to view. If your
list is extensive, use the navigational buttons,
to reach all the number(s). Once all orgs are
selected, click the Get the Report icon .

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Report Drill Down The next option for accessing
a specific Banner org is Search. Under this
option, enter the 6-digit org number (no hyphen).
Click .
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Report Drill Down The third option allows you
to enter a range of orgs to view. A sample of an
organization range appears below.
Enter Org Range Here
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Report Drill Down The range can also be the
first digit of an org, which represents the
ledger number, as in this example. After
entering the range, click .
Enter Ledger Numbers Here
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Report Drill DownThe Selected Org Values screen
will appear. This screen confirms the 6-digit
org numbers you have selected for report display.
If these particular orgs are viewed on a monthly
basis, you should save this list. See the next
page, to learn how.
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Saving
Pick Pages Searches
Type in a name for this search and click
save.
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Saving Pick
Pages Searches You will receive a
message that your search is saved.
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Saving Pick
Pages SearchesNow that your search is saved,
you can go directly to this saved group from the
Pick Pages menu. Just use the drop down menu for
Saved Searches and click .
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Navigating ePrintIf you want to change the org
selection or return to the listing of reports,
the navigation bar is more efficient to use than
the Back Arrow button on your browser. With the
navigation bar, you can pick pages, select
accounts or return to the report listing.
Navigation Bar
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Navigating ePrintEvery page of ePrint (even the
Login page) has a link to context-sensitive Help.
Every Help Page has a link to a Contents Page,
Alphabetized Index and Related Topics.
ePrint Help
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Viewing
ePrint Reports Now you are ready to view your
report(s). Click on the PDF icon .
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Viewing
ePrint Reports The report will appear in Adobe
Acrobat Reader. Individual orgs will be listed
in the left navigation pane.
Acrobat Navigation Pane
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Viewing
ePrint Reports Use the Acrobat Readers
Toolbar to navigate and adjust the view of the
report.
Acrobat Toolbar
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Viewing
ePrint Reports The most commonly used toolbar
icons for viewing ePrint reports.
Increases the report display size.
Use these icons to move through the pages of the
report.
These icons increase/decrease the report display
size.
Search/Search Again to find specific text in the
report.
Prints report pages to your printer. Use with
Caution! ePrint will print the total number of
pages listed on the toolbar at the bottom of the
screen. To avoid large printing errors, review
and adjust the number of pages selected to print.
Check Page Numbers Here
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Returning to eprint from the Acrobat
Reader
Use your browsers back button to return to
ePrint and select another report to view
or logout of ePrint.
Logout Here
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How to read ePrint ReportsThe org number and
fiscal year are located at the top left. The
Account column is the Banner account used for
budgeting and expenditure. Account_Desc column
gives a brief description of the
budget/expenditures account.
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How to read ePrint ReportsAdjusted Budget is
your expenditure authority. It is the sum of the
original budget, loaded at the beginning of the
fiscal year, plus or minus any budget adjustments
made since. Budget is loaded by account and
subtotaled by the type of expense (i.e., Staff).
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How to read ePrint ReportsCurrent Period
Activity is the total monthly expenditures for
each account. Year to Date Activity is the total
year to date (cumulative) expenditures for each
account.
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How to read ePrint ReportsBudget Reservations
are outstanding commitments (encumbrances or
purchase orders) that reduce your Available
Balance.
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How to read ePrint ReportsThe Available Balance
is the sum of all columns per account Adjusted
Budget minus Year to Date Activity (expenditures)
minus Budget Reservations equal Available Balance.
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How to read ePrint ReportsCMT Type is a field
we do not use at VCU. Ignore this column.
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How to read ePrint ReportsThe last page gives
you totals for the organization by Personnel
Costs and other Expenditures. Youll notice, on
this particular org, that the Organization totals
are negative numbers. By default, Banner
calculates an organizations revenues minus its
expenditures.
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How to read ePrint ReportsThis
particular org does not earn revenues, its
expenditure authority is limited to budget. The
totals appear as negative numbers even though
there is budget available. You will need to pay
attention to whether an org is budget or revenue
supported in order to properly interpret the
report totals.
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How to read ePrint ReportsThis is an
example of an organization that earns revenues.
Youll notice that the org is not budgeted and
the revenues and expenditures appear as positive
numbers. In this case, revenues minus
expenditures equal the Available Balance.
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Configuring
My ePrint Another feature of ePrint is the
ability to customize your view of the Report
Repository page. On the Report Repository Page
(Banner Finance Prod) youll see a link called My
ePrint.
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Configuring
My ePrint If you click on the link, you enter
the Create Group dialog. From here you can create
a group of reports that you run regularly and
give them a name. For our example, well create a
group called Budget Reports.
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Configuring
My ePrint First, give the group a name. Type in
the box, Group name.
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Configuring
My ePrint Next, select the reports you want in
this group by clicking on the report name in the
left side box called Available Reports. Click on
the arrow button, gt, to add the report to the
right side box called Selected reports.
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Configuring
My ePrint When you are finished selecting,
click on the save button to save the group.
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Configuring
My ePrint You will receive a successfully added
message. Now click on Banner Finance Prod on the
menu bar.
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Configuring
My ePrint Now, on the Report Repository page,
you will see a tab for the reports you have
selected to be in the this group. Click on the
tab.
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Configuring
My ePrint Only the reports in this group will
be shown. My ePrint is good way to organize your
report views and separate budget reports from
transaction reports.
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Saving an ePrint Report as
an Excel SpreadsheetNext, well learn how to
save an ePrint Text file as an Excel spreadsheet.
Right click on the TEXT icon after
selecting which orgs to view.
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Saving an ePrint Report as
an Excel Spreadsheet
Select Save Target As.
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Saving an ePrint Report as
an Excel SpreadsheetSelect a location on your
pc to save the file. Click Save. You can also
rename the file.
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Working
with Text FilesOpen the file in Microsoft
Excel. You will find it under the All Files
option. It will have a .txt extension. Click
Open.
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Working
with Text FilesThe File Conversion Wizard will
appear. Since ePrint reports have columns, you
can choose Fixed Width and click on Next.
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Working with Text
Files This screen gives you the opportunity to
set your column widths. You can also do this
later, after the file has converted. Click Next.
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Working with Text Files This screen prompts you
to format the column data. All columns should be
General format. Click Finish.
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Working with Text Files Adjust your
column widths to accommodate the data. Just click
in between the column letters, hold your mouse
button down, and make the columns larger.
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ePrint Technical Troubleshooting

• 1. My report display area is extremely small or I
  am having problems displaying reports.
• A popular windows desktop setting related to
  displaying ePrint reports is 1024X768 pixels.
  This setting can be set by clicking StartgtControl
  Panel on your Windows desktop.

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ePrint Technical Troubleshooting

• Select Display.

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ePrint Technical Troubleshooting

• Select the Settings tab and move the arrow
  under Screen Resolution until 1024X768 is
  displayed.

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ePrint Technical Troubleshooting

• 2. I am using Microsoft Internet Explorer and
  when I try to retrieve a PDF file (report)
  sometimes the window appears blank.
• If this happens, trying clicking the Refresh
  button on the browsers toolbar.
• 3. I do not have access to the proper 6-digit org
  numbers.
• Contact the Banner Finance Security Team at
  finsecurity_at_vcu.edu or call
• 8-0388 for the Banner Finance Help Desk.
• 4. When I view reports on-line through Acrobat
  Reader the screen jumps as I move to additional
  pages.
• Smoother page transition is accomplished by
  setting the change display layout to continuous.
  This option is located on the bottom toolbar of
  the Acrobat Reader.

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ePrint
Technical Troubleshooting

• 5. I get the following error message when I try
  to bring my reports up in the Acrobat Reader.
• Individuals with access to hundreds of
  6-digit orgs may encounter this error message. If
  you receive this error, you need to use the drill
  down icon to limit the number of accounts you
  load into your Acrobat Reader.
  
  

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ePrint
Technical Troubleshooting

• 6. I am using Microsoft Internet Explorer and
  some of the icons on the report repository page
  are missing.
• The Reporting Center uses a Secured Socket
  Layer (SSL) that requires a 128 bit encryption on
  your browser. Check your browser version by
  selecting HelpgtAbout Internet Explorer. Check the
  Cipher Strength to see if it is 128-bit. If it is
  not, you will need to download a newer version of
  Explorer from http//www.ts.vcu.edu/fq/software/.